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integrationTrello node
integrationZoho CRM node

Trello and Zoho CRM integration

Save yourself the work of writing custom integrations for Trello and Zoho CRM and use n8n instead. Build adaptable and scalable Productivity, Communication, and Sales workflows that work with your technology stack. All within a building experience you will love.

How to connect Trello and Zoho CRM

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Trello and Zoho CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Trello and Zoho CRM nodes

You can find Trello and Zoho CRM in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Trello and Zoho CRM nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Trello and Zoho CRM integration: Add and configure Trello and Zoho CRM nodes

Step 3: Connect Trello and Zoho CRM

A connection establishes a link between Trello and Zoho CRM (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Trello and Zoho CRM integration: Connect Trello and Zoho CRM

Step 4: Customize and extend your Trello and Zoho CRM integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Trello and Zoho CRM with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Trello and Zoho CRM integration: Customize and extend your Trello and Zoho CRM integration

Step 5: Test and activate your Trello and Zoho CRM workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Trello to Zoho CRM or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Trello and Zoho CRM integration: Test and activate your Trello and Zoho CRM workflow

Process Shopify new orders with Zoho CRM and Harvest

This workflow is triggered when a new order is created in Shopify. Then:
the order information is stored in Zoho CRM,
an invoice is created in Harvest and stored in Trello,
if the order value is above 50, an email with a discount coupon is sent to the customer and they are added to a MailChimp campaign for high-value customers; otherwise, only a "thank you" email is sent to the customer.

Note that you need to replace the List ID in the Trello node with your own ID (see instructions in our docs). Same goes for the Account ID in the Harvest node (see instructions here).

Nodes used in this workflow

Popular Trello and Zoho CRM workflows

Process Shopify new orders with Zoho CRM and Harvest

This workflow is triggered when a new order is created in Shopify. Then: the order information is stored in Zoho CRM, an invoice is created in Harvest and stored in Trello, if the order value is above 50, an email with a discount coupon is sent to the customer and they are added to a MailChimp campaign for high-value customers; otherwise, only a "thank you" email is sent to the customer. Note that you need to replace the List ID in the Trello node with your own ID (see instructions in our docs). Same goes for the Account ID in the Harvest node (see instructions here).

Build your own Trello and Zoho CRM integration

Create custom Trello and Zoho CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Trello supported actions

Create
Create a new attachment for a card
Delete
Delete an attachment
Get
Get the data of an attachment
Get Many
Returns many attachments for the card
Create
Create a new board
Delete
Delete a board
Get
Get the data of a board
Update
Update a board
Add
Add member to board using member ID
Get Many
Get many members of a board
Invite
Invite a new member to a board via email
Remove
Remove member from board using member ID
Create
Create a new card
Delete
Delete a card
Get
Get the data of a card
Update
Update a card
Create
Create a comment on a card
Delete
Delete a comment from a card
Update
Update a comment on a card
Create
Create a new checklist
Create Checklist Item
Create a checklist item
Delete
Delete a checklist
Delete Checklist Item
Delete a checklist item
Get
Get the data of a checklist
Get Checklist Items
Get a specific checklist on a card
Get Completed Checklist Items
Get the completed checklist items on a card
Get Many
Returns many checklists for the card
Update Checklist Item
Update an item in a checklist on a card
Add to Card
Add a label to a card
Create
Create a new label
Delete
Delete a label
Get
Get the data of a label
Get Many
Returns many labels for the board
Remove From Card
Remove a label from a card
Update
Update a label
Archive
Archive/Unarchive a list
Create
Create a new list
Get
Get the data of a list
Get Cards
Get all the cards in a list
Get Many
Get many lists
Update
Update a list

Zoho CRM supported actions

Create
Create an account
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Update
Update an account
Create
Create a contact
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create a deal
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create an invoice
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an invoice
Get
Get an invoice
Get Many
Get many invoices
Update
Update an invoice
Create
Create a lead
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Fields
Get lead fields
Get Many
Get many leads
Update
Update a lead
Create
Create a product
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a product
Get
Get a product
Get Many
Get many products
Update
Update a product
Create
Create a purchase order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a purchase order
Get
Get a purchase order
Get Many
Get many purchase orders
Update
Update a purchase order
Create
Create a quote
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a quote
Get
Get a quote
Get Many
Get many quotes
Update
Update a quote
Create
Create a sales order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a sales order
Get
Get a sales order
Get Many
Get many sales orders
Update
Update a sales order
Create
Create a vendor
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a vendor
Get
Get a vendor
Get Many
Get many vendors
Update
Update a vendor

FAQs

  • Can Trello connect with Zoho CRM?

  • Can I use Trello’s API with n8n?

  • Can I use Zoho CRM’s API with n8n?

  • Is n8n secure for integrating Trello and Zoho CRM?

  • How to get started with Trello and Zoho CRM integration in n8n.io?

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